• Welcome to Oakridge Financial Planning

CONTACT US

Give us a call on 0117 9311 388 or send us an email at phil@oakridgefp.co.uk.

If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department

SUNDERLAND
SR43 4JR

Email: QFPcomplaints@quilter.com
Tel: 0808 171 2626

You can find more information by visiting the Quilter Financial Planning website: Quilter Financial Planning 

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service(www.financial-ombudsman.org.uk)

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 13/09/2023

Our Address

197 Bakers Ground,

Stoke Gifford, Bristol

BS34 8GE

Map

Company address: Oakridge Financial Planning Limited, 197 Bakers Ground, Stoke Gifford, Bristol, BS34 8GE

T: 0117 9311 388 E: phil@oakridgefp.co.uk

 

Oakridge Financial Planning Ltd is registered in England and Wales, Company No:04477172. Registered Address: 197 Bakers Ground, Stoke Gifford, Bristol, BS34 8GE.

Oakridge Financial Planning Ltd is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised anf regulated by the Financial Conduct Authority.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is thereforetargeted at consumers based in the UK.

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 13/09/2023